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PBMares Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

PBMares Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,744
Closed -$222K – 115
2020
Q1 		$222K Buy
6,744
+1,660
+33% +$68.7K 0.35% 93
2019
Q4 		$226K Buy
+5,084
New +$218K 0.27% 109

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PBMares Wealth Management's VO Position: Q2 2020 in Review

PBMares Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2020, closing a stake of 6,744 shares — an estimated $222K sold.

PBMares Wealth Management first reported a position in VO in Q4 2019 and held it in 2 quarters. The position peaked at $226K in Q4 2019. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

  • PBMares Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • PBMares Wealth Management sold 6,744 Vanguard Mid-Cap ETF shares in Q2 2020, an estimated $222K.
  • PBMares Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • PBMares Wealth Management's Vanguard Mid-Cap ETF position peaked at $226K in Q4 2019.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

Based on PBMares Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.